See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,933 | $48,076+112.0% | $78,689+29.5% | $62,891+62.1% |
| Participation rate | 38.5% | 65.2%-26.7pp | 73.6%-35.1pp | 69.3%-30.8pp |
| Annual return | 10.62% | 31.35%-20.7pp | 62.18%-51.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $489 | $2,015-75.7% | $2,851-82.9% | $2,281-78.6% |
| Participant deferral / active EE | $2,410 | $2,588-6.9% | $3,517-31.5% | $3,203-24.8% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |